See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,408 | $127,065+57.7% | $113,168+77.1% | $142,382+40.8% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 13.85% | 24.03%-10.2pp | 24.27%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,489 | $3,442-56.7% | $2,975-49.9% | $4,299-65.4% |
| Participant deferral / active EE | $4,735 | $5,716-17.2% | $5,107-7.3% | $6,507-27.2% |
| Admin fee / account holder | $8,988 | $15,736-42.9% | $12,068-25.5% | $12,624-28.8% |